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Stock and Shareholder Services Specialist
1 month ago
Olgoonik is an Equal Opportunity Employer The Stock & Shareholder Services Specialist provides in-office, front-line support for Olgoonik Corporation (OC) shareholders and descendants, including applicants seeking to enroll in OC or apply for shareholder programs like scholarships and training awards. The position supports the effective operation of the Stock & Shareholder Services Departments, as well as the larger Corporate Administration team, including answering general questions, reviewing and processing forms, providing stock and shareholder services program information, shareholder database data entry, records digitization, filing, uploading forms and records, and assisting with shareholder events. Primary Responsibilities Answers questions, shares information, and assists with forms and applications relating to OC's shareholder programs, Class B enrollment, stock estates, and other stock and shareholder matters. Works closely with other departments to assist with shareholder community programs, outreach, and events, as directed. Assists shareholders and descendants with enrollment applicants and other paperwork. Scans, saves and uploads documents, forwards paperwork to appropriate points of contact, and assists with processing forms. Assists with compiling information packets for Heirship Committee review and attends Heirship Committee meetings when directed by supervisor. Assists with processing shareholder dividends and benefits, including updating shareholder and custodian information, logging calls and answering questions, working with accounting to provide updated address and direct deposit information, stop payments, and reissue of payments. Maintains confidential files, records, and data relating to shareholder stock, stock transfers, enrollment, dividends, scholarships, and other shareholder benefits. Assembles and creates routine and non-routine documents including, but not limited to correspondence, policies, presentations, procedures, newsletter articles, reports, work instructions, minutes, and logs. Interfaces with and assists with contacting shareholders, descendants, applicants, shareholder families and local entities by phone, mail, providing printed materials, in-person, by email and other electronic methods. Performs data entry and routine database records management. Provides reception coverage, answering and routing calls, issuing visitor badges, sorting and delivering mail and packages, maintaining commons areas, and other administrative assistance for the Anchorage office, as needed. Other duties as assigned. Supervisory Responsibilities There are no supervisory responsibilities associated with this position. Education and/or Experience High School diploma or GED equivalent required. Two (2) years of administrative experience required, including one (1) year of experience with sensitive and confidential information. Proficiency in Microsoft Office, including Word, Excel, and Outlook required. Proficiency with Adobe Acrobat preferred. Database experience preferred. Knowledge, Skills, Abilities Must be respectful to Olgoonik Corporation shareholders. Must establish and maintain excellent communication with shareholders, descendants, community members, enrollment applicants, and teammates. Must be able to maintain timely and regular attendance. Must be able to multi-task efficiently, work in a fast-paced environment on multiple projects and have a strong attention to detail. Must possess self-motivation and the ability to work effectively under minimal supervision. Must demonstrate an excellent attitude and ability to work as a member of a team. Must be able to exercise discretion in performing assigned tasks and projects. Must demonstrate ability to appropriately handle proprietary and confidential information in accordance with corporation policies and procedures. Must have proficient written and verbal communication skills. Must have the ability to effectively present information to public, management, and staff. Certificates, Licenses, Registrations Valid Alaska Driver's license is required Security Clearance None required Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to be able to occasionally stand; walk; sit; use hands and/or fingers to handle, or feel objects, tools, or controls; operate office equipment, reach with hands and arms; climb stairs; balance; stoop; kneel; talk or hear. The employee must occasionally lift and or move up to 25 pounds. Travel Domestic travel may be required for training and event assistance, or according to business need. Work Environment General office environment. Some travel required as needed for business purposes. Olgoonik is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local laws. As an Alaska Native corporation, Olgoonik provides hiring preference to Olgoonik shareholders, descendants, and their spouses to the extent allowed by law.
